Terry
Robinson
Terra Wealth
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About this Advisor
Terry Robinson is a financial advisor operating out of High Point, North Carolina. Robinson works at Terra Wealth. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments Inc and Terra Wealth Management, LLC. Robinson maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Terra Wealth is a financial advisory company headquartered in High Point, NC. The company has offices in 25 locations and a total of 62 people on staff. It oversees $167 million in assets among its 1,648 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,648 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Terra Wealth offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on the financial services offered. Fee types billed by Terra Wealth can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Terry Robinson Work History
Terry has been registered as a financial advisor for 0 years.*
Terra Wealth Management, LLC
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Terry Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Terra Wealth
Murfreesboro, TN
Wausau, WI
High Point, NC
Phoenix, AZ
High Point, NC
Mesa, AZ
High Point, NC
San Tan Valley, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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